status of the chinese power electronics industry 2015 report by yole developpement
TRANSCRIPT
December © 2015
From Technologies to Market
Status of the Chinese Power
Electronics Industry
Report
From Technologies to Market
2
WHAT IS IN THIS REPORT?
• Does China’s economy slow down have an impact on the power electronics
market?
• What is the driver of Chinese power electronics market?
• Detailed description of different market sectors, including:
• NEVs including BEV, PHEV and electric bus
• Renewable energy sectors, including PV and Wind
• Grid, traction, UPS and motor drive
• Description of the industrial landscape, local and foreign supplier
• Understand the market dynamics for the related power electronics applications
• Market projection for inverter market in different segments in China up to 2020
©2015 | www.yole.fr | Status of the Chinese Power Electronics Industry 2015
3
COMPANY CITED IN THE REPORT
China is now the largest power
electronic market in the world.
©2015 | www.yole.fr | Status of the Chinese Power Electronics Industry 2015
4
WHAT IS GOING TO DRIVE THE POWER ELECTRONIC MARKET IN CHINA?
• PV
• Wind
• Urbanization
• Manufacturing/ Equipment for
the processing industry
• High Speed Railway
• Public transport: Tram, Metro
• NEV• HVDC
©2015 | www.yole.fr | Status of the Chinese Power Electronics Industry 2015
5
INVERTERS MARKET FOR RAIL TRACTION IN CHINA (IN $M)
2014-2020
The inverter market for traction is going to reach
©2015 | www.yole.fr | Status of the Chinese Power Electronics Industry 2015
6
CHINA’S GDP AND GROWTH RATE
From 2004 to 2014
China is now the second
largest economy in the world by nominal GDP.
19412269
2730
3524
45605059
6040
7495
8461
9494
10361
0
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
0
2000
4000
6000
8000
10000
12000
2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015
Gro
wth
rat
e (
%)
GD
P (
Bill
ion $
)
Economic crisis
• Since initiating market reforms in 1978, China has witnessed impressive growth. China is now the second
largest economy in the world by nominal GDP and now the accounted for 13.3% of global gross domestic
product in 2014 from less than 5% a decade earlier.
©2015 | www.yole.fr | Status of the Chinese Power Electronics Industry 2015
7
CHINESE NEV PLAYERS LANSCAPE
Geographic HQ location
• Car manufacturers – NEV manufacturers are mainly concentrated in the east of China.
NEV manufacturers
are mainly concentrated in the east of
China.
Yole Développement -2015
©2015 | www.yole.fr | Status of the Chinese Power Electronics Industry 2015
8
LIST OF COMING HVDC PROJECTS ALREADY PROVED BY THE GOVERNMENT
2015-2020
There are numerous
HVDC projects in
China
Country Name Voltage(kV) Power(GW) Length(km) Date Supplier Type
China Humeng-Shandong 800 6.4 2015 LCC
China Xiluodo-Hanzhou 800 6.4 2015 LCC
Russia/China Irkutsk-Beijing 800 6.4 2015 LCC
China Ningdong-Zhejiang 800 8 1720 2016 ABB LCC
China guanyinyan HVDC project 500 3 577 2016 LCC
China Shanghaimiao-Shandong 660 or 800 10 1239.4 2016 LCC
China Jinsha River II - East China 800 6.4 2016 LCC
China Goupitan-Guangdong 500 3 2016 LCC
China Ximeng-Taizhou 800 10 1619.7 2017 LCC
China Shanxi-Nanjing 800 8 1118 2017 LCC
China Jiuquan-Hunan 800 8 2445 2017 LCC
China Dianxibei-Guangdong 800 5 1928 2017 LCC
©2015 | www.yole.fr | Status of the Chinese Power Electronics Industry 2015
9
CHINA’S WBG INDUSTRY
• Chinese government has given significant funding to WBG development and industrialization. Since 2006,several companies have gradually entered WBG field. Chinese companies cover the entire value chainfrom WBG material to devices.
• As in other countries, different factors are going to contribute to market dynamics and influence themarket adoption of WBG power devices and the WBG industry. But China will try to not be laggingbehind.
China is trying to cover the entire value chain of WBG devices
inverter makers or System integratorsDevice Epi waferWafer
SiC
GaN
©2015 | www.yole.fr | Status of the Chinese Power Electronics Industry 2015
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Founded in 1998, Yole Développement has grown to become a group of companies providing marketing, technology and strategy consulting, media in addition to corporate finance services. With a strong focus on emerging applications using silicon and/or micro manufacturing (technology or process), Yole Développement group has expanded to include more than 50 associates worldwide covering MEMS, Compound Semiconductors, LED, Image Sensors, Optoelectronics, Microfluidics & Medical, Photovoltaics, Advanced Packaging, Manufacturing, Nanomaterials and Power Electronics. The group supports industrial companies, investors and R&D organizations worldwide to help them understand markets and follow technology trends to develop their business.
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TERMS AND CONDITIONS OF SALES
10
MEMS &
Sensors
LED / OLED
Compound
Semi.
Imaging Photonics
MedTech
Manufacturing
Advanced
PackagingPV
Power
Electronics
FIELDS OF EXPERTISE
Yole Développement’s 30 analysts operate in the following areas
©2015 | www.yole.fr | Status of the Chinese Power Electronics Industry 2015
11
4 BUSINESS MODELS
o Consulting and Analysis
• Market data & research, marketing analysis
• Technology analysis
• Strategy consulting
• Reverse engineering & costing
• Patent analysis
www.yole.fr
o Reports
• Market & Technology reports
• Patent Investigation and patent infringement risk analysis
• Teardowns & Reverse Costing Analysis
• Cost Simulation Tool
www.i-Micronews.com/reports
o Financial services
• M&A (buying and selling)
• Due diligence
• Fundraising
• Maturation of companies
• IP portfolio management & optimization
www.yolefinance.com
www.bmorpho.com
o Media
• i-Micronews.com website
• @Micronews e-newsletter
• Technology magazines
• Communication & webcast services
• Events
www.i-Micronews.com
©2015 | www.yole.fr | Status of the Chinese Power Electronics Industry 2015
12
A GROUP OF COMPANIES
Market,
technology and
strategy
consulting
www.yole.fr
M&A operations
Due diligences
www.yolefinance.com
Fundraising
Maturation of companies
IP portfolio management & optimization
www.bmorpho.com
Manufacturing costs analysis
Teardown and reverse engineering
Cost simulation tools
www.systemplus.fr
IP analysis
Patent assessment
www.knowmade.fr
Blu Morpho
©2015 | www.yole.fr | Status of the Chinese Power Electronics Industry 2015
13
OUR GLOBAL ACTIVITY
Yole JapanYole Inc.
Yole
Korea
40% of our business is in
EU countries30% of our business is in
North America
30% of our business is in
Asia
Blu Morpho
©2015 | www.yole.fr | Status of the Chinese Power Electronics Industry 2015
14
RESEARCH PRODUCTS - CONTENT COMPARISON
Custom analysis scope is defined with
you to meet your information and
budget needs
Breadth of analysis
Dep
th o
f an
aly
sis
Custom
Analysis
Workshops
Standard Reports
©2015 | www.yole.fr | Status of the Chinese Power Electronics Industry 2015
15
SERVING THE ENTIRE SUPPLY CHAIN
Our analysts provide market
analysis, technology
evaluation, and business plans
along the entire supply
chain
Integrators and
end-users
Device
makers
Suppliers: material,
equipment, OSAT,
foundries
Financial investors,
R&D centers
©2015 | www.yole.fr | Status of the Chinese Power Electronics Industry 2015
16
SERVING MULTIPLE INDUSTRIAL FIELDS
• We workacrossmultiple industries to understandthe impact of More-than-Moore technologies from deviceto system
From A to Z…
Transportation
makers
Mobile phone
and consumer
electronics
Automotive
Medical
systemsIndustrial and
defense
Energy
©2015 | www.yole.fr | Status of the Chinese Power Electronics Industry 2015
17
REPORT COLLECTION
o Yole Développement publishes a comprehensive collection of market and technology reports and patent analysis in:
• MEMS & Sensors
• Imaging
• Medical technologies (MedTech)
• Advanced packaging
• Power electronics
• Compound semiconductors
• OLED, LED & Laser diode
• Semiconductor Manufacturing
• Photovoltaics
• Batteries
o Our reports are unmatched in quality and technology depth and typically include:
• Technology trends and evolution: costs, barriers, roadmaps, etc.
• Supply & value chain analysis: business models, relationships, value flows, etc.
• In-depth analysis of applications and market drivers: challenges, inflection points, etc.
• Market data ($, units, wafer starts, etc.)
o Every year, Yole Développement, System Plus Consulting and Knowmade publish >60 reports.
o Get the full benefit with our Bundle and Annual Subscription offers.
www.i-Micronews.com
©2015 | www.yole.fr | Status of the Chinese Power Electronics Industry 2015
18
OUR 2015 PUBLISHED REPORTS LIST
o MEMS & SENSORS
− Sensors and Data Management for Autonomous Vehicles
− Sensors for Wearable Electronics And Mobile Healthcare
− Status of the MEMS Industry
− Uncooled Infrared Imaging Technology & Market Trends
− IR Detector and Small Size Imagers
− High End Gyro, Accelerometers and IMU
− Non Volatile Memory Markets and Technology Trends
o IMAGING & OPTOELECTRONICS
− Camera Module Packaging (Vol 1: Market & Technology Trends / Vol 2 Teardowns &
Reverse Engineering)
− Uncooled Infrared Imaging Technology & Market Trends
− Status of the CMOS Image Sensors
o MEDTECH
− Microfluidic for Sample Preparation
− Microfluidic Applications
− Sensors for Wearable Electronics And Mobile Healthcare
o COMPOUND SEMICONDUCTORS
− Sapphire Applications & Market 2015: from LED to Consumer Electronics
− Status of Wide Band Gap Material: GaN, SiC (and also AlN, Ga2O3, Diamond as a trend)
− GaN and SiC Devices for Power Electronics Applications
o LED
− LED Module Technologies
− UV LED - Technology, Manufacturing and Application Trends
− Phosphors & Quantum Dots 2015: LED Downconverters for Lighting & Displays
− Sapphire Applications & Market 2015: from LED to Consumer Electronics
o POWER ELECTRONICS
− Power Packaging Technology Trends and Market Expectations
− Thermal Managment for LED and Power
− Power Electronics for Renewable Energy
− Energy Management for Smart Grid, Cities and Buildings: Opportunities for battery
electricity storage solutions
− Status of Chinese Power Electronics Industry
− New Technologies and Architectures for Efficient Data Center
− IGBT Market and Technology Trends
− Status of Power Electronics Industry
− Status of Wide Band Gap Material: GaN, SiC (and also AlN, Ga2O3, Diamond as a trend)
− GaN and SiC Devices for Power Electronics Applications
o ADVANCED PACKAGING
− Advanced Packaging in Emerging Markets in China*
− Status of the Advanced Packaging Industry
− Supply Chain Readiness for Panel Manufacturing in Packaging
− Fan-in Wafer Level Packaging: Market and Technology Trends
− Flip Chip Business Update
− 2.5D & 3DIC Business Update*
− Fan-Out and Embedded Die: Technologies & Market Trends
o MANUFACTURING
− Photolithography Equipment and Materials for Advanced Packaging, MEMS and LED
Applications
− Thinning & Dicing Equipment for Advanced Packaging, MEMS, Photovoltaics, LED, CMOS
Image Sensors
− Non Volatile Memory Markets and Technology Trends
• Reports to be decided within 2015
©2015 | www.yole.fr | Status of the Chinese Power Electronics Industry 2015
19
OUR 2014 PUBLISHED REPORT LIST
MARKET & TECHNOLOGY REPORTS
by Yole Développement
o MEMS & SENSORS
− Technologies & Sensors for the Internet of Things: Businesses & Market Trends 2014-2024
− MEMS Microphones: Market, Applications and Business Trends 2014
− Status of the MEMS industry
− MEMS & Sensors for Mobile Phones and Tablets
− High End Gyroscopes and Accelerometer Applications
− Inertial MEMS Manufacturing Technical Trends
− New Detection Principles & Technical Evolution for MEMS & NEMS
− 6/9 DOF Applications in Consumer Electronics
o IMAGING & OPTOELECTRONICS
− Status of the CMOS Image Sensor Industry
− Uncooled Infrared Imaging Technology & Market Trends
− Silicon Photonics
o MEDTECH
− Point of Care Testing: Applications for Microfluidic Technologies
− Solid State Medical Imaging: X-ray and Endoscopy
o COMPOUND SEMICONDUCTORS
− RF GaN Technology & Market Analysis: Applications, Players, Devices & Substrates 2010-
2020
− SiC Modules, Devices and Substrates for Power Electronics Market
− GaN-on-Si Substrate Technology and Market for LED and Power Electronics
− Power GaN Market
− Graphene Materials for Opto & Electronic Applications
− Sapphire Applications and Market: from LED to Consumer Electronics
o LED
− LED Packaging
− LED Front-End Manufacturing Trends
− LED Front-End Equipment Market
o POWER ELECTRONICS
− Power Electronics for HEV/EV
− Inverters
− Gate Driver Unit Market for Power Transistors
o PHOTOVOLTAICS
− Emerging and Innovative Technology Approaches in the Solar Industry
o ADVANCED PACKAGING
− 3DIC Equipment and Materials
− 3DIC & 2.5D TSV Interconnect for Advanced Packaging - 2014 Business Update
o MANUFACTURING
− Market & Technology Trends in Materials & Equipment for Printed & Flexible Electronics
− Permanent Wafer Bonding for Semiconductor: Application Trends & Technology
PATENT ANALYSIS
by Knowmade− LED Based on Nano-wires Patent Investigation
− GaN on Si Patent Investigation (LED, Power devices and RF Devices)
− New MEMS Devices Patent Investigation
− Non Volatile Memory Patent Investigation
TEARDOWN & REVERSE COSTING
by System Plus ConsultingMore than 30 teardowns and reverse costing analysis and cost simulation tools to be published in 2014.
©2015 | www.yole.fr | Status of the Chinese Power Electronics Industry 2015
20
MICRONEWS MEDIA
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company profiles, product descriptions and
white papers
• A webcast to highlight your expertise and
develop your business identifying
commercial leads
• Articles, advertisements & logo and
banners dedicated to your company, its
products and expertise in @Micronews e-
newsletter and on i-Micronews.com
Focused
community
Identified
contacts
Large
community
Mass contacts
©2015 | www.yole.fr | Status of the Chinese Power Electronics Industry 2015
21
COMMUNICATION SERVICES
All services listed below are available on–demand.
o i-Micronews.com, the website
Slider – Banners on the English or Japanese websites – Articles –
Logo and profile as sponsor
o @Micronews, the e-newsletter
Headline article - Tiles
o Custom webcast
Develop your dedicated event with a high added-value program. A
turnkey event with Yole support including logistics, promotion and
data
o Technology Magazines: Custom – Co-produced
Increase your visibility through a dedicated technology magazine
with ads, company profile, product descriptions and white papers.
It can be a custom magazine: your company is the only one to
benefit from it – or a co-produced one: up to 2 companies.
Contacts:
Camille Veyrier ([email protected]) and Clotilde Fabre ([email protected]),
Media & Communication Coordinators.
©2015 | www.yole.fr | Status of the Chinese Power Electronics Industry 2015
22
CONTACT INFORMATION
• Consulting and Specific Analysis
• North America: Steve LaFerriere, Director of Northern America Business DevelopmentEmail: [email protected]
• Japan: Yutaka Katano, General Manager, Yole Japan & President, Yole K.K.Email: [email protected]
• RoW: Jean-Christophe Eloy, CEO & President, Yole DéveloppementEmail [email protected]
• Report business
• North America: Steve LaFerriere, Director of Northern America Business DevelopmentEmail: [email protected]
• Europe: Fayçal El Khamassi, Headquarter Sales Coordination & Customer Service Email: [email protected]
• Japan & Asia: Takashi Onozawa, Sales Asia & General Manager, Yole K.K.Email: [email protected]
• Korea: Hailey Yang, Business Development Manager, Korean OfficeEmail: [email protected]
• Financial services
• Jean-Christophe Eloy, CEO & PresidentEmail: [email protected]
• General
• Email: [email protected]
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©2015 | www.yole.fr | Status of the Chinese Power Electronics Industry 2015